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Let an Agent read, draft, and organize Outlook email while you decide exactly which actions it can take on its own.

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What you’ll learn

  • How the Outlook Connector gives an Agent live access to email in a conversation
  • Why each person should usually connect their own Outlook account instead of sharing one mailbox
  • How to set each action category to Always allow, Ask every time, or Disabled
  • How to test the Connector with a real conversation before you share the Agent

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Put it into practice

1

Add the Outlook Connector to an Agent

Open the Agent, go to the Setup tab, and find the Connectors section. Click + Add Connector and select Outlook.
2

Choose how people sign in

Select Each user connects their own account so every person uses their own Microsoft permissions. Choose a shared connection only when you want people to act through the same mailbox on purpose.
3

Set action permissions

Review Read Emails, Draft Emails, Categorize Emails, Send Emails, and Delete / Archive. Start with read access and keep sending and deleting set to Ask every time or Disabled until you’ve tested.
4

Test it in a chat

Add the Connector, open a chat with the Agent, and sign in to Outlook when prompted. Ask the Agent to summarize a recent thread or draft a reply, then confirm it behaves as you expect.
A shared Outlook connection lets people draft, send, reply, and label email as the same mailbox. Use one only when that behavior is intentional and tightly controlled.

Outlook Agent Connector

Follow the complete setup guide with screenshots.

Outlook for Workflows

Start Workflows from incoming email and automate replies and drafts.

Connect Cassidy to external tools

Compare Connectors, Knowledge Base integrations, and Workflows.

Manage and govern your workspace

Control Connector availability and approvals for your whole organization.